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Defense Modernization

Defense modernization covers the rearmament and technology refresh underway as governments raise military budgets and restock depleted inventories. Contracts are long, funded, and relatively insensitive to the economic cycle.

163 stocks

Defense Tech & C4ISR Drones & Counter-Drone Military Shipbuilding Munitions Restocking

#	Name	Funds holding	Growth	Growth %	Fund value
1	1 GE Aerospace GE $319B	2,031	-14	-0.7%	$145B
2	2 RTX Corp RTX $251B	1,474	+3	+0.2%	$67.6B
3	3 Honeywell HON $65.8B	1,367	+25	+2%	$67.7B
4	4 Boeing BA $146B	1,318	-4	-0.3%	$60.7B
5	5 Lockheed Martin LMT $121B	1,117	-38	-3%	$56.7B
6	6 General Dynamics GD $90.5B	874	-12	-1%	$41.6B
7	7 Northrop Grumman NOC $70.4B	805	-22	-3%	$30.9B
8	8 Parker-Hannifin PH $121B	604	+18	+3%	$13.4B
9	9 L3Harris LHX $44.2B	543	+19	+4%	$9.77B
10	10 Fluor FLR $6.37B	511	-1	-0.2%	$6.17B
11	11 TransDigm Group TDG $61.3B	412	+10	+2%	$15.7B
12	12 Huntington Ingalls Industries HII $10.4B	406	+10	+3%	$6.46B
13	13 Textron TXT $12.7B	390	-9	-2%	$8.76B
14	14 Leidos LDOS $15.1B	340	+58	+21%	$4.9B
15	15 Hexcel HXL $6.64B	297	-6	-2%	$4.03B
16	16 Oshkosh OSK $7.88B	285	+20	+8%	$3.93B
17	17 Olin OLN $1.71B	269	-7	-3%	$3.5B
18	18 BWX Technologies BWXT $12.3B	267	+4	+2%	$3.69B
19	19 Curtiss-Wright CW $18.5B	255	+10	+4%	$3.12B
20	20 COPT Defense Properties CDP $3.77B	253	+1	+0.4%	$2.66B
21	21 Saic SAIC $5.51B	250	+8	+3%	$1.99B
22	22 Woodward WWD $19.4B	245	-8	-3%	$2.87B
23	23 KBR KBR $4.44B	241	+5	+2%	$2.06B
24	24 NewMarket NEU $8.19B	234	+8	+4%	$2.95B
25	25 CACI CACI $13.3B	226	-7	-3%	$2.26B